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Carderock Capital Management’s Hershey HSY Stock Holding History

Carderock Capital Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9
Closed -$1.49K – 92
2025
Q2 		$1.49K Buy
+9
New +$1.48K ﹤0.01% 138
2025
Q1 		– Sell
-18,816
Closed -$3.19M – 72
2024
Q4 		$3.19M Sell
18,816
-1,582
-8% -$284K 0.8% 46
2024
Q3 		$3.91M Buy
20,398
+2,439
+14% +$474K 0.92% 47
2024
Q2 		$3.3M Buy
+17,959
New +$3.47M 0.86% 46
2014
Q2 		– Sell
-600
Closed -$63K – 138
2014
Q1 		$63K Buy
+600
New +$61.4K 0.03% 132

Other funds holding HSY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Carderock Capital Management's HSY Position: Q3 2025 in Review

Carderock Capital Management sold out of Hershey (HSY) in Q3 2025, closing a stake of 9 shares — an estimated $1.49K sold.

Carderock Capital Management first reported a position in HSY in Q1 2014 and held it in 5 quarters. The position peaked at $3.91M in Q3 2024. 1,359 funds tracked by Wall St. Rank hold HSY as of Q3 2025.

  • Carderock Capital Management reported no remaining Hershey position as of Q3 2025 after selling out during the quarter.
  • Carderock Capital Management sold 9 Hershey shares in Q3 2025, an estimated $1.49K.
  • Carderock Capital Management first reported a position in Hershey in Q1 2014 and held it in 5 quarters.
  • Carderock Capital Management's Hershey position peaked at $3.91M in Q3 2024.
  • 1,359 funds tracked by Wall St. Rank held Hershey as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.